When you create a new Party record like a Customer, Vendor, Prospect etc. The default Record Type that is used is Organization, which is OK if you are always working with companies. But if you are working with people as your main account, then every time you create the record, you need to change the Record Type to Person. This soon becomes a little annoying.
Rather than torture yourself, just change the default Record Type for those Parties to Person and life will be good again.
Storing documents within SharePoint is cool. It allows you to browse through the documents, it allows you to have version control, it allows you to add metadata that you can use to search for documents, it does everything. The problem is that if you work in the AX client all the time, then you have to switch out of the application in order to view all the related documents. Don’t worry. If you want to access all of the documents from within Dynamics AX then you can add it to the menu.
Now all of the Axoraphobiacs out there don’t have to leave the application all day.
The Job Registration screens within the Production Management area gives you a great way to update your production jobs through touchscreens, but it can also be used for a lot of other functions as well including time clock checking in and out.
Workers just need to swipe their badge and the clock starts ticking.
You may think that the escalation rules can just be used to move a task up the corporate ladder when someone fails to pull their weight, but there is a kinder side of their nature as well. You can configure them to automatically approve tasks as well if they are not acted upon, making them a great way to have tasks assigned to users for review, but if they don’t have the time to act upon them, or if they just want to periodically review transactions, then the tasks that they do not look at will continue on their merry way through the workflow.
It’s just like throwing a D20 to see if your workflow is reviewed.
Workflows are great, because they allow you to control your business processes in a more efficient way than the traditional paper (or even worse word of mouth) and make sure that tasks don’t get lost or forgotten. If you want to make them even more efficient then you can implement escalation rules that will assign tasks up the reporting chain when they are not done in a timely manner.
Like cream, workflow tasks can also float to the top…
The Product Dimensions are great because they allow you to break out your products into multiple variants based on the rules that you put in place for the product. If those variations are priced and costed differently, then don’t worry, there is a quick and easy way to enable costing by variation within Dynamics AX, enabling you to track everything at the product level, but treat them differently based on their configuration.
All products are equal, just some are more equal than others.
Product Dimensions within Dynamics AX are great because they give you four extra elements that you can use to segregate out all of your products, and you can start reducing the number of base product codes that you use. By default the main three dimensions are named Size, Color, and Style, but if you think of your product dimensions in different terms, don’t disregard this feature, because you can rename them to be whatever you like.
Now you can build your product dimensions however you like.
If you need to track additional characteristics and fields against a product record, you don’t have to resort to making a coding change to Dynamics AX. You can add an unlimited number to additional Attributes to a Released Product through the Retail Categories functionality.
Please stop the unnecessary creation of new fields.
Searching and filtering your records based on a field is pretty cool, but in order to hone in on just the right data that you need, you will probably want get a little more creative with your queries, by combining searches, filtering based on ranges, field formats, and value ranges. You will also probably want to filter based on multiple fields at once. Built into all of the list pages is a feature called Filter By Grid that allows you to do exactly that.
No data will be able to hide from you now.
Sometimes, you just want to search for all records within a list page that match some sort of criteria. If this is the whole value of a field then you can use the Filter By Selection feature, but if you want to be a little more flexible, and maybe search for subsets of data within the field, then there is a better way to do it by using the Filter By Field feature.
Now you can extract out the data like a surgeon rather than a butcher.
Dynamics AX Tip Of The Day 